| Meeting summary for 90 Mind Content Library (05/20/2025) |
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| Quick recap |
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| The meeting began with administrative discussions about attendance issues and agenda management, followed by updates on various ongoing initiatives including content management, member recognition programs, and a new tip submission system called "Mind Alert" that will launch in June. The team reviewed several technical projects including a directory update project, a 7-month recognition program with prizes, and improvements to content organization and platform functionality. The conversation ended with discussions about community engagement metrics and the formation of a new technology committee to explore membership management CRM and Higher Logic replacement options, with Steve serving as liaison between committees. |
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| Next steps |
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| • Jim to connect with Tina Leonard regarding including tariffs discussion in the upcoming Tips and Tricks session. |
| • Jim and Wayne to put together a submission document for the Google form. |
| • Anne to create and share a Google Drive folder for the committee's working documents. |
| • Anne to finalize the messaging for the content submission process and contest. |
| • Steve to share the charter document with the content@90minds.com group. |
| • Committee members to review the charter document for discussion in the next meeting. |
| • Committee to implement a monthly summary post of new library content for the general community. |
| • Anne to post the working committee Google Drive folder link on Higher Logic. |
| • Jim to summarize the meeting and compile action items. |
| • Technology Committee (including Steve) to explore alternatives to Higher Logic for next year. |
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| Summary |
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| Committee Liaison Role Discussion |
| Anne and Steve discussed Steve's dual role on the technology and this committee, noting that he would serve as a liaison between the two. They briefly mentioned an agenda sent by Jim and a potential meeting link issue. Anne mentioned she would send a reminder about Brett's attendance, as he was running late. |
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| Addressing Attendance and Communication Issues |
| The group discussed attendance issues, particularly regarding David and Jeff Fiddleman, who had never participated despite being added to email and meeting invites. Jim agreed to reach out to David's boss about his potential involvement, while Anne said she would contact Jeff. The meeting began with Jim presenting an organized agenda and addressing concerns about a misleading Zoom link, which he promptly fixed. Brett joined late and briefly interacted with the group before the conversation ended. |
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| ISV Check-Ins and Content Planning |
| The team discussed several action items from a previous meeting, including preparing an agenda and writing up benefits from a Google Doc. They agreed to create a submission form for content, with Wayne and Jim offering to provide categories and questions to Anne, who will create the form. Anne is in the process of setting up quarterly ISV check-ins and will be reaching out to ISVs for information about both intact and library initiatives. The team also confirmed that Sage has approved a new contact who took over from Heather. |
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| Member Initiatives and Recognition Plans |
| The group discussed several key initiatives including a directory update project where they aim to increase the number of visible members from 60 to 300, with plans for a town hall meeting in June to facilitate member profile updates. They agreed to implement a 7-month recognition program where members can win monthly prizes including Amazon gift cards, with the grand prize being a conference ticket worth approximately $1,500. The team also discussed the need to redo an anvil demo and make progress on an ISP survey, with Anne noting that she is working on comprehensive messaging for upcoming member communications. |
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| Anonymous Tip Form Development |
| The team discussed a mobile-friendly Google form for submitting anonymous tips and feedback, which Wayne had previously proposed as an early warning system for ISV issues. Anne confirmed she would finalize the messaging and post it to the committee for review after the meeting. The form will allow users to submit tips anonymously without peer pressure, and the team agreed it was a valuable initiative for tracking issues and gathering feedback. |
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| Mind Alert Tip System Launch |
| The team discussed the implementation of a new tip submission system, which will allow members to report issues anonymously while remaining eligible for entry into a contest. They agreed to name the system "Mind Alert" after brainstorming alternatives, and decided to use AI to generate potential names. Anne confirmed that the system would be operational by June 1st, and mentioned she would coordinate with the membership committee and board members regarding a Town Hall date in June. |
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| Content Updates and Sage Alerts |
| The team discussed whether to share a tip line with Sage support staff, but Wayne expressed skepticism about the effectiveness of Sage support and decided against it. Steve and Jim reviewed content updates, including the addition of Sage alerts and 2025 materials to the Content Library. Wayne created a summary of the content updates and offered to share it with the steering committee. The team also briefly discussed the accuracy of content descriptions and the need for proper versioning of released materials. |
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| Tariff Handling in Sage Discussion |
| The group discussed challenges with handling tariffs in Sage, particularly focusing on a customer case where Clear Consulting reworked the sales tax to handle tariffs, leading to complex billing scenarios. Jim shared that some customers are using DSD enhancements to add tariffs, but there's uncertainty about when to apply them (to lots or landed costs). The team agreed to organize a roundtable discussion on tariff handling, with Anne suggesting they could get 2-3 people including Todd Martin to moderate, and Wayne proposed creating an introductory session about tariffs that would explain both the issues and solutions, including a demonstration of the landed cost feature. |
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| Hot Topic Meeting Planning |
| The group discussed scheduling a meeting to address a hot topic, with Jim agreeing to coordinate with the enhancement team and post details in the committee. Anne suggested starting with a presentation followed by an open dialogue, which would be captured by AI and documented. They decided to integrate this topic into an upcoming "Tips and Tricks" session, with Jim and Tina Leonard to connect via email to plan the program. The group also agreed to review a draft charter next month, with Wayne suggesting using a committee Google Drive folder for access and sharing. |
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| Content Strategy and Platform Updates |
| The team discussed content strategy and platform improvements, including moving content to a shared drive and using Gemini for summaries. They agreed to have someone from the committee create monthly summaries of new posts and updates for the general community. Wayne noted that Gemini features may not be visible to users without a Google One subscription, so Jim was advised to follow up on this issue. |
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| Community Engagement Platform Review |
| The meeting focused on discussing community engagement and potential platform replacements. Anne shared insights from a recent retreat, highlighting the community's strong engagement (A+ rating) but noting limitations with the current Higher Logic platform. The group identified that only 7 out of 100 posts received no responses, with most non-engagement occurring on informational updates rather than technical support posts. A new technology committee has been formed to explore membership management CRM and Higher Logic replacement options, with Steve serving as liaison between committees, and their next meeting is scheduled for June 17th. |
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